See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,077 | $153,772-40.1% | $133,980-31.3% | $273,961-66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -6.35% | 36.51%-42.9pp | 29.30%-35.6pp | 41.45%-47.8pp |
| Employer contribution / active EE | $17,962 | $6,029+197.9% | $5,211+244.7% | $4,869+268.9% |
| Participant deferral / active EE | $13,155 | $6,958+89.1% | $6,282+109.4% | $5,287+148.8% |
| Admin fee / account holder | $38 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |